Reminders

Coherence's reminder system helps you stay on top of important tasks and follow-ups. Set reminders on any record and get notified at exactly the right time.

Why Use Reminders?

• Never lose track - Set a reminder and forget about it until the right moment
• Follow up reliably - "Remind me to check on this deal next Tuesday"
• Stay organized - All your reminders in one place
• Multiple channels - Get notified in-app, via email, or both

Quick Actions

The fastest way to set a reminder is using the quick action menu. Click the clock icon on any record to see smart presets:

• Later today - Perfect for afternoon follow-ups
• Tomorrow - Start fresh the next day
• Later this week - A few days out
• This weekend - For weekend catch-ups
• Next week - Monday morning reminder
• Pick date & time - Choose any specific time

Reminder Types

One-Time Reminders

The most common type. Set a specific date and time, get reminded once.

"Remind me about this proposal on January 15 at 9am"

Recurring Reminders

For regular follow-ups that repeat on a schedule:

• Daily
• Weekly (e.g., every Monday)
• Monthly (e.g., first of each month)
• Custom patterns

Relative Reminders

Tied to a record's date field. The reminder automatically adjusts if the date changes.

"Remind me 1 day before the due date"
"Remind me 1 hour before the meeting"

Where to Find Reminders

On Any Record

Every record detail view has a reminder button in the toolbar. You can also hover over records in list views to quickly set reminders.

Reminders Page

Access all your reminders from the sidebar. Filter by:

• All - Every reminder
• Today - Due today
• Upcoming - Coming soon
• Overdue - Past due
• Snoozed - Temporarily delayed
• Completed - Already triggered

Notification Bell

When a reminder fires, you'll see it in your notification bell with options to snooze, dismiss, or view the record.

Next: Learn about creating reminders and all the configuration options.